Heartland Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Heartland Bank & Trust’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Sell	13,570 -130	-0.9%	-$13.7K	0.31%	50
2026 Q1	$1.33M	Buy	+13,700	New	+$1.37M	0.3%	55

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heartland Bank & Trust's IWR Position: Q2 2026 in Review

Heartland Bank & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.95% in Q2 2026, selling an estimated $13.7K and leaving 13,570 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #50.

Heartland Bank & Trust first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Heartland Bank & Trust held 13,570 shares of iShares Russell Mid-Cap ETF worth $1.5M as of Q2 2026.
Heartland Bank & Trust sold 130 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.7K.
iShares Russell Mid-Cap ETF made up 0.31% of Heartland Bank & Trust's portfolio in Q2 2026, its #50 holding.
Heartland Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.